Jackson Lee
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2025 to now
- Cambridge Investment Research, Inc.May 2025 to now
- J.W. Cole Financial, Inc.May 2022 to May 2025
- University of Central FloridaAug 2021 to May 2022
- Kls Martin LPMay 2020 to Aug 2021
- University of Central FloridaAug 2019 to May 2020
- ImsJun 2019 to Aug 2019
- Aa Bottled GasMay 2018 to Jun 2019
- UnemployedMay 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7561391
- Firm CRD
- 134139